Average annual returns
Through 20251 year
32.29%
3 year
19.44%
5 year
5.77%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
16.95%
Sharpe
0.96
Sortino
1.80
Max drawdown
-39.25%
Best month
21.70%
Worst month
-15.77%
Beta vs VTIAX
1.12
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.